Silver Oak Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Silver Oak Wealth Management LLC

$416 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $205,404 - $230,130	3,707 New	3,707 $230 Million

Others Institutions Holding SCHX

# of Institutions

1,313

Shares Held

446M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$9.68 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

28.2M
Shares

$1.83 Billion
1.94% of portfolio
Us Bancorp \De\

14.3M
Shares

$930 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$814 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$688 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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